Events Organization

Key points

• • Create and manage events with detailed information (date, venue, description).

• • Manage attendee registrations with multiple ticket types.

• • Check-in using barcode or QR code.

• • Auto-send confirmation, reminder, and follow-up emails.

• • Manage custom registration questions.

• • Track capacity and registration status in real-time.

• • Create event templates for configuration reuse.

• • Support multi-slot events.

Steps

• 1. Go to Event → Events and click New.

• 2. Fill Event Name, Date Begin, Date End.

• 3. Select Event Type (Conference, Training, Webinar).

• 4. Enter Venue, Address (detailed location).

• 5. Add Description (detailed event information).

• 6. Configure Organizer and Responsible person.

• 7. Set Seats (maximum capacity) if limited.

• 8. Click Save to store event.

Key points

• • Can create multiple ticket types with different prices and benefits.

• • System auto-checks remaining ticket quantity.

• • Tickets can be sold via website or manual orders.

Steps

• 1. Open event and go to Tickets tab.

• 2. Click Add a line to create new ticket type.

• 3. Fill Ticket Name (VIP, Standard, Early Bird).

• 4. Enter Price and Maximum Available.

• 5. Select Start Sale Date and End Sale Date.

• 6. Enable Is Published to display on website.

• 7. Configure Product if integrated with Sales module.

Key points

• • Draft status: Unconfirmed registration.

• • Confirmed status: Confirmed, awaiting attendance.

• • Attended status: Checked-in at event.

• • Cancelled status: Registration cancelled.

Steps

• 1. Go to Event → Registrations to view all registrations.

• 2. Click New to create manual registration.

• 3. Select Event and Ticket Type.

• 4. Fill information: Attendee Name, Email, Phone.

• 5. Answer registration questions (if any).

• 6. Select status: Draft, Confirmed, Attended, Cancelled.

• 7. Click Confirm to confirm registration.

Key points

• • Support batch check-in for multiple people.

• • Can undo check-in if scanned incorrectly.

• • Export report of checked-in/not checked-in attendees.

Steps

• 1. Open attendee registration.

• 2. Click Check-in button or scan barcode on ticket.

• 3. Status automatically changes to Attended.

• 4. View real-time check-in statistics on dashboard.

Steps

• 1. Go to Event → Configuration → Email Templates.

• 2. Select email template: Registration Confirmation, Event Reminder, Thank You.

• 3. Customize email content with variables: {attendee_name}, {event_name}, {event_date}.

• 4. Configure send timing: immediately, 1 day before, 1 day after.

• 5. Enable Auto Send for automatic sending.

Key points

• • Use to collect additional information: dietary preferences, shirt size, special needs.

• • Answers are stored in registration and can be exported.

Steps

• 1. Open event and go to Questions tab.

• 2. Click Add a line to create new question.

• 3. Select Question Type: Text, Choice, Multiple Choice.

• 4. Fill Question and Answers (if choices).

• 5. Mark Mandatory if required.

• 6. Question will display in registration form.

Steps

• 1. Enable Multi-Track feature in event configuration.

• 2. Create Tracks (topics) and Sessions (sub-sessions).

• 3. Each session has its own time, location, and speaker.

• 4. Attendees select sessions during registration.

• 5. Track registration count for each session.

Key points

• • Save time for recurring events.

• • Ensure configuration consistency.

Steps

• 1. Create event with full configuration (ticket types, questions, emails).

• 2. Click Save as Template.

• 3. Name the template: "Monthly Webinar Template".

• 4. When creating new event, select Use Template.

• 5. System auto-copies configuration from template.

Key points

• • Dashboard: Overview of event count, registrations, revenue.

• • Event Analysis: Analyze by event type, time, location.

• • Registration Report: Report by status, source.

• • Attendance Rate: Actual attendance vs registrations.

• • Revenue Analysis: Analyze revenue by ticket type, event.

Key points

• • Create event templates for frequent event types.

• • Use email automation to reduce manual work.

• • Enable barcode check-in to speed up reception.

• • Monitor real-time registrations to adjust marketing.

• • Integrate with CRM to convert attendees into leads.

• • Export post-event reports to evaluate effectiveness.

• • Use registration questions to personalize experience.

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